Advisers in Southbury, CT

3 advisers in Southbury — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Kennedy Wealth & Tax Management, LLC1 Pomperaug Office Park, Suite 307 · Southbury, CT 06488 · (203) 264-1200 · Financial planningCRD 172394 · % of assets, Hourly charges, Fixed fees · $215.5 million AUMSEC registeredNo commissions reported Newday9 Union Square, Unit #1123 · Southbury, CT 06488 · (415) 935-0550 · % of assets managedCRD 174758 · % of assets · $6.5 million AUMSEC registeredNo commissions reported Shehu Asset Management, LLC88 Railstone Drive · Southbury, CT 06488 · (860) 778-8309 · Financial planningCRD 311138 · % of assets · $2.4 million AUMState registeredNo commissions reported

Talking to advisers in Southbury? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.